EWA
EverSource Wealth Advisors Portfolio holdings
AUM $1.82B
AUM
$1.82B
AUM Growth
+$40.5M (+2%)
Cap. Flow
+$84.3M
Cap. Flow % of AUM
4.64%
Top 10 Holdings %Top 10 Hldgs %
21.53%
Holding
4,235
New
475
Increased
2,208
Reduced
1,004
Closed
216
Top Buys
| 1 | $12.6M | |
| 2 | $9.67M | |
| 3 | $8.73M | |
| 4 | $7.03M | |
| 5 | $6.4M |
Top Sells
| 1 | $8.98M | |
| 2 | $8.13M | |
| 3 | $5.93M | |
| 4 | $4.42M | |
| 5 | $4.42M |
Sector Composition
| 1 | Technology | 11.05% |
| 2 | Financials | 6.39% |
| 3 | Consumer Discretionary | 5.9% |
| 4 | Industrials | 3.43% |
| 5 | Healthcare | 2.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $28.5K | 0% | 410 +87 | +27% | +$6.05K | |||
| $28.3K | 0% | 368 +43 | +13% | +$3.31K | |||
| $28.2K | 0% | 269 +85 | +46% | +$8.9K | |||
| $28.2K | 0% | 2,195 | – | – | |||
| $28.1K | 0% | 2,106 | – | – | |||
| $28.1K | 0% | 174 -731 | -81% | -$118K | |||
| $28K | 0% | 139 +64 | +85% | +$12.9K | |||
| $28K | 0% | 1,685 +815 | +94% | +$13.5K | |||
| $28K | 0% | 518 +397 | +328% | +$21.4K | |||
| $27.9K | 0% | 951 -4,182 | -81% | -$123K | |||
| $27.8K | 0% | 700 -49 | -7% | -$1.95K | |||
| $27.7K | 0% | 475 +69 | +17% | +$4.03K | |||
| $27.7K | 0% | 300 | – | – | |||
| $27.7K | 0% | 828 | New | +$27.7K | |||
| $27.6K | 0% | 911 +214 | +31% | +$6.48K | |||
| $27.5K | 0% | 1,126 -5,174 | -82% | -$127K | |||
| $27.5K | 0% | 907 +379 | +72% | +$11.5K | |||
| $27.5K | 0% | 331 +212 | +178% | +$17.6K | |||
| $27.4K | 0% | 3,614 -242 | -6% | -$1.84K | |||
| $27.4K | 0% | 480 +1 | +0.2% | +$57 | |||
| $27.4K | 0% | 25,348 +1,537 | +6% | +$1.66K | |||
| $27.4K | 0% | 508 +315 | +163% | +$17K | |||
| $27.3K | 0% | 1,219 | New | +$27.3K | |||
| $27.3K | 0% | 420 +210 | +100% | +$13.6K | |||
| $27.1K | 0% | 292 +72 | +33% | +$6.69K |
